Copying an Existing Portal for Your Company

Modified on Mon, 12 Feb 2024 at 09:47 AM

This article is about copying an existing portal in your company. Note that there are two ways to create a new portal:

  1. Using a portal template, which autoconfigures your new portal with standard settings in support of specific client objectives. You can see the article on portal templates here.

  2. Copy an existing portal in your company, which duplicates configurations and settings for a new portal.

Copying a Portal

Once you have created a portal for your company, you can create a copy of it. This function saves time for clients by removing the need to customize multiple portals that have the same or similar settings, features, and/or content.

To copy a portal, go to the Settings section of the admin website, then enter the Portal Management module. Now click on the 3 dots in the upper right corner of the portal you want to copy:




Note that each portal must have two distinguishing, unique identifiers:

Portal name, which is initially made unique by adding (COPY) to the name of the copied portal. You can update the name by clicking on the new portal and updating the name on the General Settings page:




Brand name, which is made unique automatically with a randomly generated extension. To update the brand name, enter the portal and select "Site customizations" from the options under the SETTINGS menu on the left:




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